See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,612 | $102,245-28.0% | $89,340-17.6% | $137,256-46.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 17.06% | 21.89%-4.8pp | 20.57%-3.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,191 | $2,529+26.2% | $2,231+43.0% | $4,156-23.2% |
| Participant deferral / active EE | $13,947 | $4,436+214.4% | $3,823+264.8% | $6,407+117.7% |
| Admin fee / account holder | $118 | $8,085-98.5% | $6,704-98.2% | $12,270-99.0% |